Direct & Strategic
Swedish PE insider who makes deal strategy sound like a conversation between friends.
500+
Episodes Hosted
98%
Guest Satisfaction
25 min
Avg. Episode
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Personality
August doesn't sound like a PE guy. He sounds like someone who actually understands how businesses work and isn't afraid to say when something doesn't add up. His conversations move fast because there's no wasted motion—no posturing, no false deference, no filler. He'll ask a direct question and listen harder than most people talk, which is why partners trust him in rooms where decisions get made.
What makes him distinctive is that he's genuinely interested in operations, not just returns. He can walk through a model and spot the assumption that's carrying the whole thesis. He can talk to a founder about scaling challenges and actually help, not just extract information for a thesis. The Swedish directness means he says no cleanly and yes only when he means it. The Kellogg network and collaborative instinct mean he brings people in rather than hoarding deals or insights.
Listening to August is like listening to someone think out loud about real problems. He won't oversell you on a thesis. He won't pretend a deal is cleaner than it is. He'll walk you through what he actually sees, what keeps him up at night about the model, and what would need to change for the deal to work. That clarity—that refusal to perform—is rare in finance media.
Host
August, you've sourced two platforms in three years. That's unusual. How do you find deals other people miss?
August
It's not that I'm finding something magical. It's that most people are looking at the same list, the same banker pitches. I spend more time with operators, honestly. Talking to CFOs, talking to people running divisions inside larger companies. That's where you hear about things that aren't on the market yet. And then, you know, you have to actually understand the business well enough to see why it's interesting.
Host
What makes something interesting to you specifically?
August
Operational gaps. A business that's growing but poorly run, or a market where the leader is vulnerable because they're not focused on cost. Something where we can actually add value, not just financial engineering. That's the real question—can we make this business better, faster, cheaper? If the answer is no, it doesn't matter what the multiple is.
Host
And when you walk into a partner's office with a thesis, what do you lead with?
August
The operations. The market. Why this business is undervalued relative to what it could be. The numbers tell a story, but the operations tell you if it's true. I'd rather show them something boring that works than something exciting that depends on everything going right.
At a Glance
Sourcing Instinct
Spots operational gaps that create value before market does. Two platforms in three years.
Deal Skepticism
Questions every assumption. Stress-tests narratives others accept without pushback.
Communication Clarity
Explains complex financial mechanics in plain language without losing precision.
Operational Depth
Thinks in terms of how businesses actually run, not just spreadsheet returns.
Room Presence
Partners pull him into strategy meetings he technically doesn't need to attend yet.
Collaboration Style
Builds networks intentionally. Ran PE/VC club at Kellogg. Brings people in rather than hoarding.
Question Type
Asks 'why' three times minimum before accepting explanations. First-principles thinker.
Thesis Development
Builds conviction slowly through diligent work, not fast through narrative.
Risk Assessment
Comfortable naming what could go wrong before it becomes a problem.
Speed of Decision
Deliberate. Won't rush to yes. No is cleaner than maybe.
Founder Interaction
Respects operators who know their limits. Impatient with ego masquerading as confidence.
Career Trajectory
Promoted faster than anyone in firm's history. Obvious next step is principal or partner.
Best For
Walking through how PE firms actually source, evaluate, and structure deals. Real examples, real mechanics, no theater.
Deep dives with founders and business leaders about scaling, operational challenges, and building value beyond just revenue growth.
Making private equity, capital allocation, and M&A strategy accessible to people who aren't in the industry but want to understand how it works.
Honest conversation about how to move fast in finance, what actually gets you into rooms with decision-makers, and when to say no.
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